| Private Wealth Asset Management, LLC | 5 | $272 | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 5 | $272 | 0.00% | +5 | New |
| Davis Capital Management | 5 | $272 | 0.00% | +5 | New |
| IMA Wealth, Inc. | 6 | $327 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 7 | $385 | 0.00% | +7 | New |
| JPL Wealth Management, LLC | 9 | $490 | 0.00% | +9 | New |
| Dogwood Wealth Management LLC | 10 | $544 | 0.00% | +4+66.7% | Added |
| Quaker Wealth Management, LLC | 10 | $545 | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 10 | $545 | 0.00% | +10 | New |
| Turning Point Benefit Group, Inc. | 11 | $618 | 0.00% | +11 | New |
| Dunhill Financial, LLC | 12 | $666 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 13 | $708 | 0.00% | −2−13.3% | Reduced |
| Texas Capital Bancshares Inc | 13 | $708 | 0.00% | +13 | New |
| Minot DeBlois Advisors LLC | 15 | $816 | 0.00% | −10−40.0% | Reduced |
| Strengthening Families & Communities, LLC | 15 | $816 | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 15 | $816 | 0.00% | +15 | New |
| American Capital Advisory, LLC | 16 | $871 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 17 | $925 | 0.00% | −4−19.0% | Reduced |
| Wealth Watch Advisors, INC | 18 | $980 | 0.00% | +18 | New |
| Winthrop Capital Management, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 21 | $1.14K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 23 | $1.25K | 0.00% | +23 | New |
| Albion Financial Group | 24 | $1.31K | 0.00% | +24 | New |
| NVWM, LLC | 25 | $1.36K | 0.00% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 25 | $1.36K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 27 | $1.47K | 0.00% | −9−25.0% | Reduced |
| Raffa Wealth Management, LLC | 28 | $1.52K | 0.00% | +12+75.0% | Added |
| Valued Wealth Advisors LLC | 29 | $1.59K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 30 | $1.61K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 30 | $1.69K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 31 | $1.69K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 31 | $1.69K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 31 | $1.69K | 0.00% | +5+19.2% | Added |
| SJS Investment Consulting Inc. | 31 | $1.69K | 0.00% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 32 | $1.74K | 0.00% | 00.0% | Unchanged |
| Groupe la Francaise | 40 | $1.85K | 0.00% | +40 | New |
| Bradley & Co. Private Wealth Management, LLC | 35 | $1.91K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 35 | $1.91K | 0.00% | +35 | New |
| Newbridge Financial Services Group, Inc. | 36 | $1.94K | 0.00% | −307−89.5% | Reduced |
| Bay Harbor Wealth Management, LLC | 37 | $2.01K | 0.00% | +9+32.1% | Added |
| Hughes Financial Services, LLC | 35 | $2.06K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 37 | $2.08K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 40 | $2.18K | 0.00% | −5−11.1% | Reduced |
| Grey Fox Wealth Advisors, LLC | 42 | $2.29K | 0.00% | +42 | New |
| Transamerica Financial Advisors, Inc. | 43 | $2.34K | 0.00% | +43 | New |
| Kayne Anderson Rudnick Investment Management LLC | 44 | $2.40K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 46 | $2.50K | 0.00% | 00.0% | Unchanged |
| Advanced Portfolio Management, LLC | 46 | $2.50K | 0.01% | +46 | New |
| Fairscale Capital, LLC | 50 | $2.72K | 0.00% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 51 | $2.78K | 0.00% | +51 | New |
| UMA Financial Services, Inc. | 52 | $2.83K | 0.00% | +44+550.0% | Added |
| Toth Financial Advisory Corp | 53 | $2.88K | 0.00% | +3+6.0% | Added |
| CoreCap Advisors, LLC | 53 | $2.90K | 0.00% | −1,457−96.5% | Reduced |
| Cloud Capital Management, LLC | 73 | $3.00K | 0.00% | +73 | New |
| Steigerwald, Gordon & Koch Inc. | 57 | $3.10K | 0.00% | +57 | New |
| Scarborough Advisors, LLC | 58 | $3.13K | 0.00% | +1+1.8% | Added |
| J.Safra Asset Management Corp | 60 | $3.27K | 0.00% | +60 | New |
| Country Trust Bank | 61 | $3.32K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 63 | $3.43K | 0.00% | −73−53.7% | Reduced |
| Marquette Asset Management, LLC | 64 | $3.48K | 0.00% | +64 | New |
| Atlantic Trust, LLC | 67 | $3.65K | 0.00% | +41+157.7% | Added |
| Hilltop National Bank | 70 | $3.81K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 70 | $3.81K | 0.00% | −91−56.5% | Reduced |
| Financial Connections Group, Inc. | 79 | $4.00K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 82 | $4.46K | 0.00% | +82 | New |
| Abound Wealth Management | 84 | $4.55K | 0.00% | +1+1.2% | Added |
| Atwood & Palmer Inc | 89 | $4.84K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 96 | $5.22K | 0.00% | +96 | New |
| Asset Dedication, LLC | 96 | $5.23K | 0.00% | +96 | New |
| Glen Eagle Advisors, LLC | 98 | $5.33K | 0.00% | +98 | New |
| Morse Asset Management, Inc | 102 | $5.55K | 0.00% | −16,517−99.4% | Reduced |
| Cape Investment Advisory, Inc. | 102 | $5.55K | 0.01% | −1−1.0% | Reduced |
| GHP Investment Advisors, Inc. | 105 | $5.72K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 106 | $5.77K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 109 | $5.93K | 0.00% | −1−0.9% | Reduced |
| North Capital, Inc. | 117 | $6.37K | 0.00% | +1+0.9% | Added |
| Cornerstone Planning Group LLC | 125 | $6.57K | 0.00% | −2−1.6% | Reduced |
| Binnacle Investments Inc | 121 | $6.59K | 0.00% | +24+24.7% | Added |
| Avion Wealth | 144 | $7.00K | 0.00% | −28−16.3% | Reduced |
| Creative Financial Designs Inc | 131 | $7.11K | 0.00% | +1+0.8% | Added |
| Financial Management Professionals, Inc. | 134 | $7.29K | 0.00% | −42−23.9% | Reduced |
| Howard Hughes Medical Institute | 134 | $7.29K | 0.00% | +6+4.7% | Added |
| Archer Investment Corp | 135 | $7.32K | 0.00% | +1+0.7% | Added |
| Inlight Wealth Management, LLC | 136 | $7.40K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 141 | $7.67K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 138 | $7.75K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 145 | $7.89K | 0.00% | +10+7.4% | Added |
| Private Wealth Management Group, LLC | 147 | $8.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 149 | $8.11K | 0.00% | +5+3.5% | Added |
| Duncker Streett & Co Inc | 152 | $8.27K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 154 | $8.38K | 0.00% | −180−53.9% | Reduced |
| Bruce G. Allen Investments, LLC | 157 | $8.55K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 163 | $8.87K | 0.00% | −23−12.4% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 169 | $9.00K | 0.00% | −12−6.6% | Reduced |
| HighMark Wealth Management LLC | 171 | $9.31K | 0.00% | +37+27.6% | Added |
| Hara Capital LLC | 175 | $9.53K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 175 | $9.53K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 182 | $9.91K | 0.00% | +182 | New |
| Prestige Wealth Management Group LLC | 184 | $10.0K | 0.00% | −17−8.5% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 187 | $10.2K | 0.00% | 00.0% | Unchanged |